Maintenance & Reports - The Administrator tab

The following features are accessible by navigating to File > Maintenance & Reports > Administrator tab. If you are looking for information on options in any of the other tabs, please see our Maintenance & Reports Overview article.

Payments:

Allows all receipts and credits to be viewed, searched or printed using a QuickReport. For more information on using QuickReports, see our Using QuickReports article.

Sales:

Allows all billed items to be viewed, searched or printed using a QuickReport. For more information on using QuickReports, see our Using QuickReports article.

Audit:

This allows the Administrator to view all billing changes that have been made to invoices/receipts including the reason entered by the user at the time of making the change. If the user does not enter a reason the change is still entered into the Audit but with a blank reason. The Suspicious Entries button will display those changes which could be suspicious.

For an explanation of what makes an entry suspicious, one of the practice principles should contact Genie Solutions.

Note: Only the Administrator of Genie can access the Audit Report.

Correspondence Log:

This function allows you to keep track of letters which have been sent and received from third-party carriers (e.g. Healthlink, Argus). For more information on using third-party carriers, please see our Electronic Correspondence article.

Create data copy script:

This creates a script that, when run, copies the data file from the server machine to the client machine for use with Offsite Logging, or for a take home Back Up. For instructions on how to run this, please see our PDF Support Guides for Windows Servers and Mac Servers.

XML Export:

Exports your enter Genie database in XML format to an XML_Export folder in your Genie folder.

EFTPOS Terminal:

In Genie v9.3.7 and above, you can configure your integrated EFTPOS terminal preferences. For more information on how to set this up please see our Terminal Payments, powered by Ezidebit article.

Alternatively, if you are running v8.8.6 - v9.3.6, Alt + click on this icon to access your Tyro preferences.

Note: This button will only be accessible to those users with the appropriate security preference (Access Integrated EFTPOS Preferences) enabled in File > Edit Groups.

HIC Online PSI Store:

Allows you to create and maintain your HIC Online PSI Stores. To open up the HIC Online PSI Store window, double-click on the required PSI Store. In here you are able to perform multiple tasks including updating your location and HIC Certificates, and change passwords.

Most of the options in this window would only be used under the instruction of Genie Support.

Upload HIC Online Log Files:

This is usually only used under the instruction of Genie Support as it sends your HIC Online log files to Genie Solutions for analysis of a problem. An internet connection is required for this upload to work, as you will be connecting to Genie's FTP site. If you are unable to upload your logs, it is typically due to either a Firewall blocking this connection, or you are not able to connect to the Internet. Please note: this feature will only be successful in v9.0.6 and above. If you are on a version below this, you will receive a message similar to this:

For instructions on how to do this, please see our article on Uploading HIC Online Log Files.

Find HIC Online Files:

Produce a list of all HIC Online related files on your computer.

Check HIC Online Installation:

Performs a self-diagnostic check of the HIC Online installation on the current machine. This should be useful in quickly diagnosing any HIC Online Installation problems.

Restore a Backup:

Restores a backup file to data file format. For more information, please read our article on Backups.

Computer System Report:

This utility displays information about the operating system, processor and RAM on the current workstation and the server. Shift + clicking this icon will present you with a more detailed report.

Upload MSC Log Files:

This button allows you to transmit any log files generated by data maintenance procedures - such as a verify - directly to Genie Support. For the most part, you will only use this button under the instruction of Genie Support.